How Strong Is Your Stomach?

The vast majority of the time, most investors are not terribly concerned with their risk tolerance. Typically, the CBOE Volatility Index (VIX), a measure of S&P 500 volatility, sits comfortably below 20 and financial markets exhibit a consistent upward trend. However, as 2020 can attest, markets don’t always behave this way. Earlier this year the…

Are Fractional Shares Just a Gimmick?

One area of finance that has been getting a lot of attention lately is the concept of “fractional shares” and their use in investment portfolios. In an effort to make investing cheaper and more available to the masses, certain brokerages are allowing clients to buy fractional shares so that investors aren’t burdened with having to…

Explaining the Disconnect Between the Economy and Stock Market

This week, the S&P 500 flirted with overtaking its high watermark from February of this year, leaving many scratching their head as to how, and why, the stock market has rebounded this quickly. Since the bottom in March, the S&P 500 has risen approximately 50 percent, taking only 175 days for the index to complete a…

Order Matters

Many investors, especially those with longer time horizons, tend to overlook the impact that volatility can have on their portfolio. However, the path of returns is not a factor to be ignored and a recent piece by Amy Arnott helps illustrate this point through several examples. She highlights the impact of positive returns early in…